---
title: "Configure Individual System Sign-On integration with Salesforce"
slug: "configure-individual-system-sign-on-integration-with-salesforce"
updated: 2026-07-30T16:58:05Z
published: 2026-07-30T16:58:05Z
canonical: "help.8x8.com/configure-individual-system-sign-on-integration-with-salesforce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Individual System Sign-On integration with Salesforce

> [!NOTE]
> **Note:**
> 
> This version of the integration is no longer supported. For the latest version of this guide, see [Configure version 3.1 of the integration for **Salesforce**](/documentation/docs/install-and-configure-version-3-1-of-the-integration-for-salesforce).

**Individual System Sign-On** provides **Salesforce** integration with **8x8 Contact Center** from the **(Undefined variable: 8x8VariablesSet.AgtConsole )** environment. **Salesforce** users have to enter their user ID and password to log in to **8x8 Contact Center**.

> [!NOTE]
> **Note:**
> 
> **Salesforce** does not support iframing by default, and **Salesforce** pages are accessed in a separate window. If you want to maintain the ability to see your **Salesforce** pages within **(Undefined variable: 8x8VariablesSet.AgtConsole )**, you can contact the **Salesforce** support and request them to turn off the **Clickjack** protection. A **Salesforce** representative with the right permissions can turn off Clickjack protection.

**Individual System Sign-On** provides CRM integration with **8x8 Contact Center** from the **(Undefined variable: 8x8VariablesSet.AgtConsole )** environment. CRM users have to enter their user ID and password to log in to **8x8 Contact Center**. The **Individual System Sign-On** includes both [Enhanced](/documentation/docs/configure-individual-system-sign-on-integration-with-salesforce#enhanced) and [Legacy](/documentation/docs/configure-individual-system-sign-on-integration-with-salesforce#legacy) integration:

- **Enhanced integration**: With enhanced integration in **version 1.0**, records pop with matching caller ID, case ID, or email ID, and are presented in a custom format within **(Undefined variable: 8x8VariablesSet.AgtConsole )**. The **screen pop** is based on caller ID for phone calls, case ID or email ID for chats, and email ID for email interactions. Enhanced integration also creates auto call logs, chat logs, and email logs. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCiInstall12b(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

- **Legacy integration**: With legacy integration in **version 1.0**, records pop with matching caller ID, case ID, or email ID from **Salesforce** CRM in a separate browser window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFLegacyIntegration01.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

> [!NOTE]
> **Note:**
> 
> Legacy integration requires agents to initiate a **Salesforce** CRM instance by selecting External CRM from the **(Undefined variable: 8x8VariablesSet.AgtConsole )** main menu options.

The following table summarizes the differences between Enhanced and Legacy integration:

| #### Enhanced | #### Legacy |
| --- | --- |
| Signs in to **Salesforce** account automatically. | You must manually initiate the **Salesforce** account. |
| Provides a custom tab for launching the native **Salesforce** interface. | Opens the native **Salesforce** interface in a separate browser window. |
| Supports Auto Log for phone, voicemail, chat, and email. | Does not support Auto Log for any media. |
| The **screen pop** searches for account, contact, and lead records with: - Phone field matching Caller ANI for phone and voicemail media - Case numbers matching case ID for chat media - Email field matching email ID for email media > [!NOTE] > Note: > > For **screen pop**, the required objects must be visible to the agent. | The **screen pop** searches for account, contact, and lead records with: - Phone field matching Caller ANI for phone and voicemail media - Case numbers matching case ID for chat media > [!NOTE] > Note: > > For **screen pop**, the required objects must be visible to the agent. |
| Fetches and presents multiple listings if the search retrieves multiple records. | Presents only the first listing. |
| Allows opening a new window for each **screen pop** and controlling its occurrence. | Allows opening a new window for each **screen pop** and controlling its occurrence. |
| Supports customization of CRM workflow. | Does not support any customization. |

## Set up **Individual System Sign-On** integration

Setting up **Salesforce** for **Individual System Sign-On** integration with **8x8 Contact Center** requires the **Salesforce** administrator to:

**Step 1: Install the integration package**

Setting up **Salesforce** integration with **8x8 Contact Center** requires the **Salesforce** administrator to:

1. Use the following URLs to set up the desired **Salesforce** environment:
  - **For** **Salesforce** **Integration** **version 1.0** **Production**: [https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Pygj](https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Pygj)
  - **For** **Salesforce** **Integration** **version 1.0** **Sandbox**: [https://test.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Pygj](https://test.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Pygj)
2. At the prompt, log in as a **Salesforce** administrator.
3. Select **Install for All Users**, and click **Install**. You are notified that the installation is complete.
4. Click **Done**. The **SalesforceInstalled Packages** page installs the plug-in. **Salesforce** can now process **screen pop** requests from **8x8 Contact Center**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFInstallPackage01.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
5. You must now set up the visibility on call log fields.

To set up visibility on call log fields:
  1. Go to **Setup**, and then select **App Setup** from the left menu.
  2. Go to **Customize > Activities**.
  3. Open **Task Fields**.
  4. Click **Type** in the list.
  5. In the Type page, click **Set Field-Level Security**.
  6. Select the **Visible** check box to grant the visibility permission. The **Type** field is accessible the next time the agent logs in. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCiInstall04b(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

**Step 2: Check API permission**

For some user roles in **Salesforce**, the API is not enabled by default. The integration can function if the user account enables API in the administrative permissions.

To enable API:

1. Log in to your **Salesforce** account.
2. Go to **Setup > Manage Users > Profiles**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCEnableAPI01(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
3. Select a user role, and click **Edit**.
4. Scroll down to see the Administrative Permissions. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFEnableAPI02(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
5. Select the **API Enabled** check box.

**Step 3: Define **screen pop** settings**

To enable **Salesforce** integration for a tenant, you have to configure **screen pop** settings in **8x8 Configuration Manager**. The configuration requires you to select a target CRM, specify events that trigger **screen pop** for customer data, and specify **screen pop** window properties in **8x8 Configuration Manager**. An agent must then save the login credentials of the external CRM account in the agent’s profile. Integration enables searching for records containing phone data matching caller ID, and pops up the corresponding record(s) for specific events.

The events triggering a **screen pop** may be one or all of the following:

- When an agent is offered an interaction
- When an agent has accepted an interaction
- When an agent has completed an interaction

**What is **screen pop**?**

A **screen pop** is the process of presenting customer data to an agent automatically during an interaction, eliminating the need to manually search for the customer data. The process involves searching for account, contact, and lead records with:

- Phone field matching caller ANI (Automatic Number Identification) for phone and voicemail media
- Case numbers matching case ID for chat media
- Email field matching email ID for email media and displaying the search results on the agent’s screen

> [!NOTE]
> **Note:**
> 
> For **screen pop** to work, the required objects must be visible to the agent.

A **screen pop** occurs for:

- Inbound interactions, including those for phone, voicemail, chat, and email media
- Outbound campaign phone interactions
- Interactions involving **web callback**

If the search brings up multiple records, the **screen pop** lists all matches in a table, and displays the details of the first record. If the search fails to find matching records, a blank record pops up to create a new customer record or case, or a new contact.

**Define **screen pop** settings**

To define **screen pop** settings for **Salesforce** CRM:

1. Go to **Integration > Screen Pop** in **8x8 Configuration Manager**.
2. Select the **Enable Screen Pop** check box.
3. Define the following **Target Attributes**:

| Target Attribute | Description |
| --- | --- |
| Target Type | Select **Salesforce** as the target CRM to integrate with. |
| Integration Type | Select from the two available integration types: Legacy or Enhanced. |
| Enable Customization Script URL | This option instructs a tenant to execute a custom XML **Salesforce** integration script using the specified script URL. If customization is enabled, **Script URL** must contain a valid URL that points to the location of the custom script. Once the script URL is specified and the **screen pop** page is saved, all features and functionality of the standard integration are replaced with the custom functionality. Agents see the changes with their next login. |
| Use client login session to pop | Select **Use client Login Session to pop** to enable support for the **Salesforce** security setting **Lock sessions to the IP address from which they originated**. - If enabled, **(Undefined variable: 8x8VariablesSet.AgtConsole )** automatically launches a **Salesforce** login window when the agent logs in to **(Undefined variable: 8x8VariablesSet.AgtConsole )**. - If disabled, the agent must manually log in to **Salesforce** using the next tab of the same browser window used for the **(Undefined variable: 8x8VariablesSet.AgtConsole )** session. |
4. Select the **Select and assign all agents** check box to allow all available agents in your tenant to integrate with **Salesforce**. OR Click **choose agents** to see the list of agents in your tenant. You can choose specific agents to have access to **Salesforce**. This option can be used when you have a limited number of seats available.
5. Define the attributes for **Landing Pages**. A landing page is the opening page of the CRM when you log in to **(Undefined variable: 8x8VariablesSet.AgtConsole )**. **8x8 Contact Center** offers a custom tab to allow you to land in any CRM page you specify. If you select this option, you need to specify:
  - **Title**: A name to show on the custom tab, such as <My **Salesforce**>.
  - **URL**: The landing URL when an agent logs in to **(Undefined variable: 8x8VariablesSet.AgtConsole )**. This field is automatically populated with your **Salesforce** home page. Modify this link to point to any other location. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFAutoLogCustomTab.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

> [!NOTE]
> **Note:**
> 
> **Enable 8x8 CRM** allows you to access **8x8 Contact Center** CRM by opening the **Cases**, **Customers**, and **Tasks** tabs.
6. Enable **Trigger an auto log window after interactions** to automatically log the interaction details of all inbound and outbound interactions for all media: phone, voicemail, and chat.

**What is an auto log?**

Termination of all interactions using the enhanced integrated **(Undefined variable: 8x8VariablesSet.AgtConsole )** triggers an auto log. The integration now supports automatic generation of call logs, chat logs, and email logs for all inbound and outbound interactions. An auto log is a record that automatically logs interaction details of all interactions across all media and relates to an appropriate object. For example, a call log includes information such as call duration, call answered time, call hang-up time, interaction ID, and call type. An auto log generates automatically at the end of interaction post-processing.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFAutoLog01(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D) An auto log is created for:

  - Inbound interactions
  - Outbound interactions
  - Interactions involving **web callback**
  - Interactions involving **click-to-dial**

An inbound auto log automatically associates with a matching contact record, provided the contact is associated with a company, while an outbound auto log creates an independent task.

> [!NOTE]
> **Note:**
> 
> If a contact record is not linked to a company, the inbound call log is not associated with the contact record. The log saves as a stand-alone phone call or task.
7. Allow **Trigger A Popup Window** to define events that trigger a **screen pop** for an interaction. You can configure a **screen pop** of a corresponding record for the following events:
  - When an agent is offered an interaction
  - When an agent accepts an interaction
  - When an agent completes an interaction A **screen pop** presents matching records, cases, or emails for existing records. It also creates new records for new customers.
8. Select the **Open new window for screen pop** check box to specify the **screen pop** window's size and position (optional).

**Control **screen pop** window properties**

| Window Property | Description |
| --- | --- |
| Open new window for **screen pop** | This option allows agents to view of interactions in a stand-alone pop-up window instead of opening new tabs within **(Undefined variable: 8x8VariablesSet.AgtConsole )**. If an interaction is connected to multiple records, a tab opens, listing all matching records. You can click a record to view the record details. If the option is disabled, the native CRM URL is launched within **(Undefined variable: 8x8VariablesSet.AgtConsole )**. Along with this option, two more options are available: - **Use single window only**: This option displays the **screen pop** in a new window and refreshes the same window to show new contact and call log information. If **screen pop** is triggered by multiple events, the window refreshes for each event. If disabled, launches new contact and call log information in new windows. - **Hide result listing for single search result**: If an interaction fetches multiple matching records, a browser tab lists all matching records in a tabular format. Clicking on a record shows the record details. If this option is enabled, an interaction fetching a single matching record opens the record details in a new window and hides the result listing tab. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFScreenPop02.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D) > [!NOTE] > **Note:** > > With this option enabled, if an interaction matches multiple records, a tab opens with all the resulting records listed. If the CRM window is collapsed, it expands automatically. If this option is disabled, the matching single record lists in a tab in addition to opening in a new window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFScreenPop03.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D) |
| Show Toolbar | - Selecting **Yes** displays the Internet Explorer toolbar at the top of the stand-alone pop-up window. - Selecting **No** displays the window without the Internet Explorer toolbar. > [!NOTE] > Note: > > Show toolbar is not supported on Internet Explorer 9. |
| Size and Position | Specify the exact dimensions of the **screen pop** window and its position on the screen. - In the width and height text entry boxes, enter the size of the **screen pop** window in pixels. - In the top and left text entry areas, enter the screen position of the window's upper-left corner in pixels. |

> [!NOTE]
> **Note:**
> 
> The configuration of **screen pop** window properties may be controlled by agents from **(Undefined variable: 8x8VariablesSet.AgtConsole )** if the administrator extends this capability to agents. Go to **My Profile > External Setup** to configure the setting. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/Agt_ProfileExtSetup01.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
9. Save your configuration settings. With the **screen pop** configuration in **8x8 Configuration Manager** complete, you are now ready to set up **(Undefined variable: 8x8VariablesSet.AgtConsole )** for integration.

**Step 4: Enable agent accounts for integration**

To enable agent accounts for **Salesforce** integration, agents must save their **Salesforce** login credentials in the profile. **Salesforce** requires you to append a security token to the password for security purposes.

To enable an agent account for integration:

1. Log in to **(Undefined variable: 8x8VariablesSet.AgtConsole )**.
2. Go to **Profile**.
3. Scroll down to the **External Setup** area. The External Setup provides three tabs.
4. Enter your **Salesforce** login ID and password in the **Authentication** tab. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFProfileExtSetup02.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

> [!NOTE]
> **Note:**
> 
> You must append a security token to the password. For example, if your password is <mycode>, and your security token is <xxxxx>, then you must enter <mycodexxxxx> to log in.
5. Click the **Screen Properties** tab to view or redefine the **screen pop** window properties. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFProfileExtSetup03.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
6. Click the **Window Properties** tab to view or change the settings. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFProfileExtSetup04.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
7. Save your settings. You are automatically signed in to your **Salesforce** account. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFEnhancedIntegration02.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)If you choose to open a new window for **screen pop**, a window pops up and logs you in to **Salesforce**. You can perform all your **Salesforce** account activities from within **(Undefined variable: 8x8VariablesSet.AgtConsole )**. Based on the settings, when an incoming call, chat, or email is offered, accepted, or completed, the matching record(s) pop in the same window as **(Undefined variable: 8x8VariablesSet.AgtConsole )**, or in a new window.

**Access your security token**

To log in to **Salesforce** from an external network, via API, or from a desktop client, you need a security token. A security token is an automatically-generated key within **Salesforce** that is communicated to you along with your login credentials. You must add the security token to the end of your password to log in to **Salesforce**. You may reset your security token any time.

To reset your security token:

1. Log in to your **Salesforce** account.
2. Go to **Your Name > Setup > My Personal Information > Reset My Security Token**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFSecurityToken01.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
3. Click **Reset My Security Token**. The new security token is sent to your email address on your **Salesforce** user record.

**Step 5: (Optional) Set up **click-to-dial** functionality**

**8x8 Contact Center** offers **click-to-dial** API, which allows you to click custom hyperlinked phone numbers in CRM records to initiate outbound calls from the native **Salesforce** interface. This eliminates the need to enter an outbound phone number in the **(Undefined variable: 8x8VariablesSet.AgtConsole )** Control Panel. The typical usage of **click-to-dial** is to create functional hyperlinks on CRM records to dial out to the corresponding customer phone number.

> [!NOTE]
> **Note:**
> 
> Only enhanced and legacy integration use **click-to-dial**; it is not required for Open CTI **Single Sign-On** integration.

Setting up a **Salesforce** account to use **click-to-dial** functionality requires the following configuration:

1. Creating a new custom link to trigger **click-to-dial**.
2. Editing the Object Page Layout to include the custom link.
3. Enabling **click-to-dial** for agent accounts in **8x8 Configuration Manager**.

To set up the **click-to-dial** functionality:

1. Log in to your **Salesforce** account.
2. Go to **Setup > App Setup > Customize**.
3. Select a tab such as Lead.
4. Go to **Leads > Buttons and Links**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial01.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
5. Click **New** from the **Custom Buttons and Links** section. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial02.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
6. Enter the following attributes:

| Attribute Name | Description |
| --- | --- |
| Label | The text displayed for the custom button or link. |
| Name | The unique name to reference the button or link. |
| Description | A brief note for administrators. |
| Display Type | Determines the type of custom link or button. Select **Detail Page Button** to add a button to the **Custom Buttons** section of your page layout. |
| Behavior | Determines the outcome of clicking the button or link. Select **Display in new window**. |
| Content Source | Select URL to show the content of the button. |
| Content | Enter the content of the button for the URL. This varies based on the platform of your tenant. Example: `https://vcc-naX.8x8.com/AGUI/make_call.php?prefix=&amp;phone=!Lead.Phone}&amp;callerId=18661231234&amp;queue_id=123&amp;extTransactionData=[extRecordId\|{!Lead.Id}][extRecordType\|Lead]` |
7. Click **Save** to save the custom button. The next step is to edit the page layout of the object to include the custom link, allowing the custom link to show in the object page layout.

To edit a page layout:
8. Go to **Setup > Object > Page Layouts**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial03.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
9. Select a page layout,and click **Edit**.
10. Select **Buttons** from the top-left of the edit layout page. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial04.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
11. Drag and drop the **click2Dial** link that you created above to the **Custom Links** section. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial05(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)
12. **Save** your changes to the page layout.

**Verify **click-to-dial****

When you log in to **(Undefined variable: 8x8VariablesSet.AgtConsole )**, and open a lead record, you see the **click2Dial** button. Clicking this button places an outbound call to the phone number tied with the record. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFClick2Dial06.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D)

To verify **click-to-dial**:

1. Log in to **(Undefined variable: 8x8VariablesSet.AgtConsole )** as an agent.
2. Open a customer record in the native **Salesforce** interface.
3. Locate and click the **click2Dial** button. The agent phone rings. Answer the phone to dial out to the customer phone indicated in the record.

**Step 6: Disable automatic login**

When you log in to **Salesforce**, the app launches automatically by default. If you wish to launch it manually, you can disable the automatic login setting in the Agent Profile.

1. In the **Control Panel**, select **Profile** from the Window menu.
2. In the **External Setup**, clear the **Auto login for Single Sign On** check box. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/SFDCiInstall12c(2).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A53%3A44Z&se=2026-11-03T22%3A53%3A44Z&sr=c&sp=r&sig=Gq7YEj5FB1H1AF98ed81kWDlBuR%2B0nj0%2Ba6Lnbde8xM%3D) Disabling the automatic login requires you to initiate the app manually by clicking the link to log in to **8x8 Contact Center**.